Introduction

Salesforce, the world's leading customer relationship management (CRM) platform, is known for its commitment to innovation and continuous improvement. With every seasonal release, Salesforce introduces new features, enhancements, and capabilities to help organizations boost productivity, streamline processes, and provide exceptional customer experiences. In this blog post, we'll take a closer look at the Winter '24 Salesforce release and discover the exciting updates it brings to the table.

1. Enhanced Lightning Experience

Winter '24 brings several enhancements to the Lightning Experience, making it even more user-friendly and efficient. Here are some notable updates:

   a. **Lightning Component Styling**: Customize your Lightning components with ease, thanks to new styling options that allow for a more tailored user interface.

   b. **Dynamic Pages for Record Home**: Customize your record home pages with dynamic layouts, making it easier for users to access the information they need quickly.

   c. **Lightning Page Templates**: Utilize pre-built page templates to create Lightning pages effortlessly, saving time and effort in the page creation process.

2. Einstein AI Improvements

Salesforce's Einstein AI continues to evolve and empower users with data-driven insights. Winter '24 introduces several enhancements to Einstein:

   a. **Einstein Search**: Leverage improved search capabilities, with more accurate and context-aware results, helping users find relevant information faster.

   b. **Einstein Voice**: Enhance productivity with voice-activated actions and improved voice recognition for a more natural interaction with your CRM.

   c. **Einstein Analytics**: Dive deeper into data with improved analytics capabilities, enabling better decision-making and trend analysis.

3. Salesforce Flow

Salesforce Flow is a powerful tool for automating and streamlining business processes. In this release, Salesforce Flow gets even more versatile:

   a. **Debugging and Monitoring**: Gain more visibility into your flows with enhanced debugging and monitoring features, making it easier to identify and resolve issues.

   b. **Flow Orchestrator**: Streamline complex, multi-step processes with the Flow Orchestrator, enabling you to create more efficient workflows.

4. OmniStudio Enhancements

OmniStudio is Salesforce's platform for building and deploying custom applications. Winter '24 brings several enhancements to this platform:

   a. **OmniScript Builder**: Enjoy an improved OmniScript Builder experience with more intuitive design tools and templates for creating custom forms and wizards.

   b. **OmniChannel for Service**: Enhance customer service with improved routing and queuing capabilities, ensuring cases are assigned to the right agents at the right time.

5. Salesforce Anywhere

Salesforce Anywhere enables collaboration within Salesforce, making it easier for teams to work together. In this release, Salesforce Anywhere introduces:

   a. **Real-time Collaboration**: Collaborate with team members in real time, right within Salesforce, ensuring that everyone stays on the same page.

   b. **Integration with Quip**: Seamlessly integrate Quip documents and spreadsheets into your Salesforce records, enhancing collaboration and document management.

Conclusion

The Winter '24 Salesforce release is packed with exciting features and enhancements that promise to empower businesses of all sizes to drive greater success and customer satisfaction. Whether you're a seasoned Salesforce user or just getting started, these new additions are designed to make your CRM experience more efficient, productive, and enjoyable. Be sure to explore these updates and see how they can benefit your organization's specific needs and goals. Stay tuned for more details as the release date approaches, and get ready to unlock new possibilities with Salesforce!

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Introduction:
In today's competitive business landscape, organizations strive to enhance their sales processes and deliver personalized customer experiences. Configure, Price, and Quote (CPQ) solutions have emerged as powerful tools that streamline complex sales processes and help companies generate accurate quotes quickly. Vlocity CPQ and Salesforce CPQ are two popular CPQ platforms that provide robust functionalities tailored to different industries. In this blog post, we will explore the differences between Vlocity CPQ and Salesforce CPQ and highlight their unique features.

1. Industry Focus:
One of the key distinctions between Vlocity CPQ and Salesforce CPQ lies in their industry focus. Vlocity CPQ is designed specifically for the communications, media, and energy industries. It offers industry-specific features and pre-built data models that align with the unique requirements of these sectors. On the other hand, Salesforce CPQ is a flexible CPQ platform that caters to a wide range of industries, including manufacturing, healthcare, finance, and more. Its versatility allows it to adapt to various business domains.

2. Customization and Flexibility:
Both Vlocity CPQ and Salesforce CPQ provide customization capabilities, but the extent of customization may vary. Vlocity CPQ offers industry-specific customization options that align with the specific needs of its target industries. It provides pre-configured industry-specific data models, workflows, and user interfaces that can be tailored to suit individual requirements. In contrast, Salesforce CPQ provides a more general-purpose approach to customization. It offers a flexible framework that allows businesses to adapt the platform to their specific industry needs through custom configurations and integrations.

3. Integration Capabilities:
Integration capabilities are vital for seamless data flow between different systems within an organization. Vlocity CPQ is built natively on the Salesforce platform, enabling seamless integration with other Salesforce products such as CRM and Service Cloud. This tight integration ensures a unified ecosystem and smooth data exchange across different Salesforce applications. Salesforce CPQ, on the other hand, is designed to integrate with a variety of CRM systems, ERPs, and other third-party applications. Its flexible integration capabilities make it compatible with multiple technology stacks and provide interoperability across diverse software environments.

4. Scalability and Deployment Options:
Scalability is a crucial factor to consider when choosing a CPQ solution. Vlocity CPQ, being built on the Salesforce platform, inherits the scalability and robustness of Salesforce's infrastructure. It can handle large volumes of data, support complex pricing models, and scale as your business grows. Salesforce CPQ also offers scalability but provides more deployment options. It can be deployed on-premises or in the cloud, giving businesses the flexibility to choose the deployment model that aligns with their IT strategy and security requirements.

5. Pricing and Licensing:
The pricing and licensing models of Vlocity CPQ and Salesforce CPQ may vary. Vlocity CPQ's pricing structure is typically bundled with other Vlocity industry-specific products, and the costs may vary based on the size and requirements of the organization. Salesforce CPQ, on the other hand, usually follows a subscription-based pricing model that depends on the number of users and features required. It is essential to evaluate the specific pricing and licensing structures offered by both platforms to determine which aligns best with your organization's budget and needs.

Conclusion:
Choosing the right CPQ solution is a critical decision for organizations aiming to optimize their sales processes. While both Vlocity CPQ and Salesforce CPQ provide robust CPQ functionalities, they differ in terms of industry focus, customization options, integration capabilities, scalability, and pricing. By understanding these differences, organizations can make an informed choice based on their specific industry requirements, customization needs, and budget constraints. Ultimately, selecting the right CPQ solution will empower businesses to streamline their sales processes, deliver accurate quotes, and enhance the overall customer experience.

To use Omniscript integration in Vlocity Quote Document Templates, you can follow these detailed steps:

1. Create an Omniscript:
   - Log in to your Salesforce org.
   - Navigate to the "App Launcher" and search for "Omniscript Builder."
   - Click on "Omniscript Builder" to open the Omniscript Builder interface.
   - Create a new Omniscript by clicking on "New Omniscript" or edit an existing Omniscript.
   - Design your Omniscript by adding the necessary steps, fields, and logic required for your use case.
   - Make sure to include any data fields that you want to integrate into your Vlocity Quote Document Template.

2. Create a Vlocity Quote Document Template:
   - In Salesforce, go to the "App Launcher" and search for "Vlocity Quote Document Templates."
   - Click on "Vlocity Quote Document Templates" to open the template management interface.
   - Create a new template or edit an existing one.
   - Design your template layout, including headers, footers, tables, and text sections.
   - Determine where you want to include the Omniscript integration.

3. Configure Omniscript Integration in the Vlocity Quote Document Template:
   - Locate the section or field in the template where you want to include the Omniscript integration.
   - Edit that section or field and insert a merge field using double curly braces, like `{{ }}`.
   - Inside the merge field, enter the following syntax: `{{omniscript:<Omniscript_API_Name>.currentStep.fieldName}}`.
     - Replace `<Omniscript_API_Name>` with the actual API name of your Omniscript.
     - Replace `fieldName` with the API name of the field or variable in the Omniscript that you want to include in the template.
   - Save the changes to the template.

4. Generate a Quote Document:
   - Go to the Quote record in Salesforce.
   - Click on the "Generate Document" button or the appropriate action that triggers the generation of the document using the Vlocity Quote Document Template.
   - Select the desired template from the list.
   - Proceed with the document generation process.
   - The Omniscript integration will populate the corresponding field or variable value from the Omniscript into the designated section of the generated document.

5. Review and Customize the Output:
   - Once the document generation process is complete, review the generated document.
   - If necessary, make further adjustments to the template layout or Omniscript logic to achieve the desired output.
   - Repeat the generation process as needed until you are satisfied with the results.

By following these steps, you can successfully integrate an Omniscript into a Vlocity Quote Document Template, allowing you to dynamically populate specific sections of the template with data captured during the Omniscript interaction.